Retirement plan

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN

Name: ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS - ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN (2018) Form 5500
Creator: ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN, ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMSEIN 52-1529448Plan #001PY 2018

1825 K STREET NW SUITE 250 - WASHINGTON, DC 20006202-775-0436amchp.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2M

+2.4% from 2017

Total participants

-25.3% from 2017

Average account balance

$29,844

+51.3% from 2017

Annual return

-6.71%

-19.17 pp from 2017

Benchmarks

See 18,164 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,164 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$5.56M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$56K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

100

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

158.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$443K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.75%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$776

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2L

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$54K

$1850 / participant

Other / not subdivided$54K100.0%

% of EOY assets

2.683%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,844

$75,962-60.7%

$154,108-80.6%

$64,173-53.5%

Participation rate

75.9%

70.4%+5.4pp

83.0%-7.2pp

69.6%+6.3pp

Annual return

-6.71%

30.32%-37.0pp

735.21%-741.9pp

7.63%-14.3pp

Employer contribution / active EE

$5,244

$3,350+56.5%

$5,298-1.0%

$2,381+120.3%

Participant deferral / active EE

$2,717

$3,175-14.4%

$5,081-46.5%

$3,470-21.7%

Admin fee / account holder

$801

$5,589-85.7%

$13,411-94.0%

$4,887-83.6%

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASSOCIATION OF MATERNAL & CHILD HEALTH PROGRAMS TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion